Research_PA

REALTIME NEWS

GlobalFoundries revenue rises 13% as data center demand offsets mobile decline

Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains

Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties

Taiwan-Netherlands launch four photonics R&D partnerships

oToBrite and Yuan build robot vision chain for Nvidia platform

Chicony Power profit hit by notebooks in Q3 2026

Airoha targets multibillion growth as 100G ramps, 200G tapes out

Empyrean's EDA acquisitions could give Korean chip designers cheaper tools—and stronger Chinese rivals

AI chips need 1.5 years to move beyond cloud: HCLTech

DIGITIMES Insight: TSMC, ASML's 2031 photomask target puts High NA EUV suppliers on the clock

Murata, Samsung Electro-Mechanics reportedly secure Winbond's silicon capacitor capacity

From assembly lines to front lines, defense opens new opportunities for automakers

Electric Vehicles

AI squeezes chip component capacity as Zyxel flags longer lead times, higher memory costs

Nvidia DSX POD leads modular wave as Taiwanese firms race into AI data-center integration

Subsidies pave the way as cheap cells squeeze Taiwan's energy storage players into a profit battle

Taiwan's power density tops Japan, South Korea as AI drives Southern Taiwan Science Park load

NAND giants target AI inference as South Korean SSD exports surge

Tomorrow's Headlines

Semiconductor equipment lead times stretch as TSMC, Micron and Intel discuss 2029 orders

Tomorrow's Headlines

AI concerns deepen, but server supply chain demand remains strong

Tomorrow's Headlines

Commentary: AOI secures long-term supply of InP substrates from China amid tight supply

Tomorrow's Headlines

CXMT customer prepayments surge nearly 16-fold as DRAM supply tightens

Tomorrow's Headlines

Home Tech Semiconductors

AI chips need 1.5 years to move beyond cloud: HCLTech

Jay Liu

Jay Liu

, Taipei

Nov 5, 2026, 07:39 0

Credit: DIGITIMES

HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale AI deployment...

The article requires paid subscription. Subscribe Now

LOGIN

Email address

Password

Keep me signed in

Keep me signed in

Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Keep me signed in' box in the log-in section. This will save the password on the computer you're using to access the site.

Note: If you choose to use the log-out feature, you will lose your saved information. This means you will be required to log-in the next time you visit our site.

Enterprise first-time login?

Forgot your password?

Create your free account

Select premium stories & daily editor picks.
Leverage AI summaries for instant insights.
Receive tech briefings & newsletters.
Track financials & stock data of Taiwan tech.

No credit card required

Research_DB

NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter

MOST-READ
7 DAYS NEWS